QUARKS PRODUCT / TRACE

CPFR intelligence, built on Essential.

Trace helps manufacturers, retailers, distributors and commercial teams coordinate demand, stock, forecast, replenishment and execution from one AI-powered operating layer.

Built on Essential, Trace connects sell-in, sell-out, inventory, prices, forecasts, replenishment rules, commercial targets, alerts and AI agents into a shared operational model. It gives teams the visibility, predictions and next actions they need to plan better and execute faster.

[Image Placeholder: Trace CPFR command center]
[Image Placeholder: Demand & inventory forecast]
[Image Placeholder: AI replenishment agent]
01 / THE CPFR GAP

The most important commercial decisions still live in meetings, spreadsheets and messages.

In large commercial operations, CPFR teams align sales, demand planning, trade marketing, supply chain, retail partners and distributors. But the work is fragmented across ERP exports, sell-out files, inventory reports, WhatsApp groups, Excel models, BI dashboards and weekly meetings. Teams react late, forecasts drift from reality, inventory risks go unnoticed, retail opportunities are missed, and replenishment depends on manual coordination.

01
Fragmented sell-in and sell-out

Commercial teams rarely see demand, sales, inventory and replenishment in one connected model.

02
Late stockout detection

Availability issues are discovered after the opportunity is already lost.

03
Manual forecast alignment

Forecasts are built, adjusted and debated across disconnected spreadsheets.

04
Weak replenishment coordination

Manufacturers, distributors and retailers plan from different versions of the truth.

05
No operational memory

The same decisions are repeated every cycle without capturing what worked, what failed and why.

[Image Placeholder: Fragmented CPFR workflow]
[Image Placeholder: Retail stockout risk]
02 / TRACE CPFR INTELLIGENCE

Trace turns the CPFR role into a product.

Trace captures the work of a CPFR team and turns it into a system: monitoring demand, detecting inventory risks, forecasting needs, recommending replenishment, coordinating actions and learning from execution.

M.01
Demand Intelligence

Tracks sell-in, sell-out, demand signals, velocity, seasonality and anomalies across products, customers, channels and territories.

[Image Placeholder: Demand Intelligence module]
M.02
Inventory Visibility

Monitors stock availability, days of inventory, low-stock risk, overstock, product rotation and replenishment urgency.

[Image Placeholder: Inventory Visibility module]
M.03
Forecasting

Uses historical sales, real-time signals, business rules and AI models to project future demand and highlight forecast deviations.

[Image Placeholder: Forecasting module]
M.04
Replenishment Recommendations

Suggests what to replenish, where, when and why — based on demand, inventory, lead times, service levels and commercial priorities.

[Image Placeholder: Replenishment Recommendations module]
M.05
Collaborative Planning

Gives sales, supply chain, retailers, distributors and key account teams a shared view of the operation and the decisions required.

[Image Placeholder: Collaborative Planning module]
M.06
AI Agents

Agents monitor signals, explain risks, recommend actions, generate summaries and help teams prepare planning conversations.

[Image Placeholder: AI Agents module]
03 / BUILT ON ESSENTIAL

Trace is not a dashboard. It is CPFR modeled through Essential.

Essential gives Trace the operational ontology needed to understand how demand, inventory, forecast and replenishment actually work.

Essential is Quarks' ontology layer. In Trace, it connects products, customers, retailers, distributors, warehouses, stores, routes, inventory positions, purchase orders, sales history, forecasts, service levels, lead times, business rules and commercial priorities into one operational foundation. This is what allows Trace to move beyond reporting — it understands the entities, relationships, rules and actions behind the CPFR process.

TRACE EXPERIENCE
CPFR Command CenterForecast WorkspaceInventory Risk BoardReplenishment ActionsKey Account ViewAI Agent Console
ESSENTIAL
ONTOLOGY
Product ontologyCustomer ontologyDemand modelInventory modelReplenishment rulesForecast logicPermissionsAI context
OPERATIONAL SOURCES
ERPPOS sell-outDistributor dataRetailer portalsWarehouse inventoryPurchase ordersPrice listsPromotionsCRMExternal market data
[Image Placeholder: Trace built on Essential architecture]
04 / FROM CPFR ROLE TO CPFR SYSTEM

What a CPFR manager does manually, Trace turns into a repeatable intelligence workflow.

TRADITIONAL CPFR WORK
TRACE
Collect reports from ERP, retailers, distributors and spreadsheets
Connects operational sources into one governed model.
Review demand, sales, inventory and forecast manually
Continuously monitors demand, sell-out, inventory and forecast deviations.
Identify stockout or overstock risks
Detects risks automatically and explains the operational cause.
Align with sales, supply chain and retail partners
Creates a shared planning workspace with one version of the truth.
Recommend replenishment actions
Suggests replenishment actions based on demand, stock, lead time and rules.
Prepare weekly planning meetings
AI agents generate summaries, risks, decisions and recommended actions.
Learn from what happened
Captures decisions, outcomes and performance to improve future cycles.
[Image Placeholder: Manual CPFR vs Trace workflow]
05 / PRODUCT EXPERIENCE

A CPFR command center for modern operators.

STEP 01

See demand before it becomes a problem.

Trace tracks sell-in, sell-out, velocity, changes in demand, anomalies and customer-level performance.

[Video Placeholder: Demand monitoring demo]
06 / AI AGENTS FOR CPFR

Trace agents monitor the operation and prepare the next decision.

Trace agents are not generic chatbots. They are connected to Essential, which gives them context about products, customers, inventory, demand, forecasts, rules and permissions.

Agent · 01
Demand Agent

Monitors demand changes, anomalies, velocity shifts and forecast deviations.

Agent · 02
Inventory Agent

Detects stockouts, overstock, low coverage and rotation risks.

Agent · 03
Replenishment Agent

Recommends replenishment priorities by product, customer, store, warehouse or region.

Agent · 04
Key Account Agent

Prepares customer-specific planning views, risks, opportunities and meeting summaries.

Agent · 05
Executive Agent

Summarizes what changed, what matters and what decisions are required.

Agent · 06
Exception Agent

Flags issues that require human attention and routes them to the right owner.

[Image Placeholder: Replenishment Agent recommendation]
[Video Placeholder: Executive Agent weekly briefing]
07 / ENTERPRISE USE CASES

Built for the operators who coordinate demand and supply at scale.

Pharmaceutical laboratories

Track product demand, pharmacy availability, therapeutic categories, stock risks and commercial execution across chains, distributors and regions.

[Image Placeholder: Pharmaceutical laboratories use case]
Consumer packaged goods

Coordinate sell-out, inventory, promotions, replenishment and category performance across retailers and distributors.

[Image Placeholder: Consumer packaged goods use case]
Retail chains

Improve replenishment, reduce stockouts, control inventory exposure and align suppliers around real demand.

[Image Placeholder: Retail chains use case]
Distributors and wholesalers

Detect demand patterns, optimize replenishment, manage coverage and coordinate with manufacturers and sales teams.

[Image Placeholder: Distributors and wholesalers use case]
Key account teams

Prepare account-level planning conversations with visibility into demand, stock, service levels, risks and opportunities.

[Image Placeholder: Key account teams use case]
Revenue growth and commercial operations

Connect pricing, demand, promotions, stock availability and execution into one intelligence layer.

[Image Placeholder: Revenue growth and commercial operations use case]
08 / HOW TRACE WOULD WORK

A shared intelligence layer for manufacturers, retailers and distributors.

Imagine a manufacturer coordinating with a major retailer and distribution network. Sales is looking at targets. Supply chain is looking at inventory. The retailer is looking at shelves. Finance is looking at working capital. Everyone needs the same answer: what is happening, what is coming, and what should we do next? Trace gives them a shared model.

Companies such as Abbott, Walmart, Mondelez or Kimberly-Clark are referenced only as archetypes of the kind of operator Trace is designed for.

  1. 01
    Data enters Trace

    ERP, POS sell-out, inventory, orders, retailer files, distributor reports, promotions and external signals.

  2. 02
    Essential structures the operation

    Products, customers, locations, stock positions, demand patterns, replenishment rules, service levels and permissions.

  3. 03
    Trace detects what matters

    Demand acceleration, stockout risk, forecast drift, overstock, slow movers, customer-level opportunities.

  4. 04
    Agents recommend actions

    Replenish, adjust forecast, escalate risk, prepare customer meeting, review promotion, rebalance inventory.

  5. 05
    Teams coordinate execution

    Sales, supply chain, key account and retail partners work from the same operational truth.

[Image Placeholder: Enterprise CPFR scenario diagram]
09 / BUSINESS OUTCOMES

From reactive reporting to coordinated execution.

Reduce stockouts

Identify availability risks earlier and coordinate replenishment before revenue is lost.

Improve forecast accuracy

Compare planning assumptions against real demand and update forecast with operational context.

Reduce overstock

Detect slow movers, excess coverage and inventory imbalances before they become working capital problems.

Accelerate planning cycles

Replace manual report preparation with AI-generated summaries, risks and recommended decisions.

Improve retailer & distributor collaboration

Create one shared view of demand, inventory, replenishment and execution priorities.

Capture operational memory

Turn decisions, actions and outcomes into reusable intelligence for future cycles.

[Image Placeholder: Trace business outcomes dashboard]
10 / THE TRACE DATA MODEL

Trace connects the entities that matter in CPFR.

Trace works because Essential models how these entities relate. This gives AI agents the operational context required to explain what happened, forecast what may happen next, and recommend what should be done.

ProductSKUCustomerRetailerDistributorStoreWarehouseRegionInventorySell-inSell-outForecastPurchase orderPromotionPriceService levelLead timeReplenishment actionRisk alertAI agent
[Image Placeholder: CPFR ontology graph]
11 / IMPLEMENTATION

Start with one planning loop. Scale into the operating system.

Trace can begin with a focused CPFR workflow and expand over time. Quarks maps the operation, connects the sources, configures Essential, defines business rules and deploys Trace around the decisions the team needs to make every week.

STEP 1
Map the CPFR loop

We define the products, customers, channels, sources, planning cycle and decision owners.

STEP 2
Connect the data

We ingest ERP, POS, inventory, distributor, retailer, CRM, pricing and external data sources.

STEP 3
Configure Essential

We model products, customers, inventory, demand, forecast, replenishment rules, permissions and AI context.

STEP 4
Deploy Trace

We launch dashboards, alerts, workflows, agents and planning views for the operating teams.

Trace can start with one category, one retailer, one distributor network or one region — then scale.

12 / GOVERNANCE

Built for sensitive commercial and operational data.

Trace is designed for enterprise environments where data access, permissions, auditability and governance matter. Essential helps define who can see what, which metrics are trusted, how rules are applied and how AI agents access context safely.

Role-based access
Data permissions
Trusted metrics
Audit trails
AI context boundaries
Secure collaboration
[Image Placeholder: Trace governance model]
FAQ

Questions

What is Trace?+

Trace is Quarks' CPFR Intelligence product. It helps teams coordinate demand, inventory, forecasting, replenishment and execution through one operating layer built on Essential.

Is Trace a dashboard?+

No. Trace includes dashboards, but it is not just reporting. Trace models the CPFR operation through Essential and adds alerts, workflows, recommendations and AI agents.

What does CPFR mean?+

Collaborative Planning, Forecasting and Replenishment — the process of coordinating demand, forecast, inventory and replenishment between manufacturers, retailers, distributors and internal teams.

Who is Trace for?+

Pharmaceutical labs, CPG companies, retailers, distributors, wholesalers, key account teams, demand planners, supply chain teams and commercial operations teams.

How does Trace use Essential?+

Essential models the operational entities and relationships behind CPFR: products, customers, inventory, demand, forecasts, replenishment rules, service levels, permissions and AI context. Trace uses that model to generate visibility, alerts, recommendations and coordinated actions.

Can Trace work with existing systems?+

Yes. Trace connects to existing ERP, POS, inventory, retailer, distributor, CRM, pricing and external data sources.

Can Trace start with one category or customer?+

Yes. Trace can begin with one category, one retailer, one distributor, one region or one planning workflow, then scale over time.

Turn CPFR into decision infrastructure.

Trace helps manufacturers, retailers, distributors and commercial teams coordinate demand, inventory, forecasting, replenishment and execution through one AI-powered operating layer built on Essential.

[Image Placeholder: Trace CPFR command center]
[Video Placeholder: Trace executive demo]
07 / CONTACT

Talk to a partner.

Every Quarks engagement starts with a conversation with a senior partner. No forms. No bots. No SDR routing.

CARACAS · MIAMI · SAN JOSÉ · BOGOTÁ